SHDLX Mutual Fund

SHDLX Mutual Fund

NAV$4.96
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Returns Overview

1 Month
+0.18%
3 Months
+0.18%
6 Months
-0.43%
YTD
+0.92%
1 Year
+1.68%
3 Years (annualized)
+2.95%
5 Years (annualized)
+1.13%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHDLX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.92%
Peer Avg (YTD)
+0.15%
vs Peers
+0.77%

SHDLX Mutual Fund Performance

SHDLX performance across multiple time periods: 1-month 0.18%, YTD 0.92%, 1-year 1.68%, 3-year 2.95%, 5-year 1.13%, 10-year 1.16%.

SHDLX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

SHDLX vs another fund shows side-by-side returns. SHDLX alternatives are available in the Mutual Fund Screener.